Samson TROVIS 5724-8 Service manual

Translation of original instructions
EB 5724-8 EN
Firmware version 2.12
Edition March 2023
TROVIS5724-8 (without fail-safe action)
TROVIS5725-8 (with fail-safe action)
Electric Actuators with Process Controller
For heating and cooling applications

Definition of signal words
Hazardous situations which, if not avoided,
will result in death or serious injury
Hazardous situations which, if not avoided,
could result in death or serious injury
Property damage message or malfunction
Additional information
Recommended action
DANGER
!
WARNING
!
NOTICE
!
Note
Tip
EB 5724-8 EN
Note on these mounting and operating instructions
These mounting and operating instructions assist you in mounting and operating the device
safely. The instructions are binding for handling SAMSON devices. The images shown in
these instructions are for illustration purposes only. The actual product may vary.
ÎFor the safe and proper use of these instructions, read them carefully and keep them for
later reference.
ÎIf you have any questions about these instructions, contact SAMSON‘s After-sales Service
([e-mail]).
Documents relating to the device, such as the mounting and operating
instructions, are available on our website at www.samsongroup.com >
Service & Support > Downloads > Documentation.

Contents
EB 5724-8 EN
1 Safety instructions and measures ................................................................1-1
1.1 Notes on possible severe personal injury ......................................................1-5
1.2 Notes on possible personal injury ................................................................1-5
1.3 Notes on possible property damage.............................................................1-6
2 Markings on the device ..............................................................................2-1
2.1 Nameplate.................................................................................................2-1
2.2 Device code................................................................................................2-2
2.3 Firmware versions.......................................................................................2-3
3 Design and principle of operation ...............................................................3-1
3.1 Fail-safe action ...........................................................................................3-1
3.2 Communication ..........................................................................................3-2
3.3 Versions .....................................................................................................3-3
3.4 Additional equipment..................................................................................3-4
3.5 Technical data ............................................................................................3-5
3.6 Dimensions.................................................................................................3-7
4 Shipment and on-site transport ...................................................................4-1
4.1 Accepting the delivered goods .....................................................................4-1
4.2 Removing the packaging from the actuator ...................................................4-1
4.3 Transporting the actuator.............................................................................4-1
4.4 Lifting the actuator ......................................................................................4-1
4.5 Storing the actuator.....................................................................................4-1
5 Installation.................................................................................................5-1
5.1 Installation conditions..................................................................................5-1
5.2 Preparation for installation...........................................................................5-1
5.3 Aligning the travel indication scale...............................................................5-2
5.4 Mounting the actuator .................................................................................5-2
5.4.1 TROVIS5724-8(force-lockingattachment) ...................................................5-3
5.4.2 TROVIS5724-8(form-tattachment)............................................................5-4
5.4.3 TROVIS5725-8(force-lockingattachment) ...................................................5-4
5.4.4 TROVIS5725-8(form-tattachment)............................................................5-4
5.5 Installing the control valve into the pipeline ...................................................5-5
5.6 Installing the accessories..............................................................................5-5
5.7 Electrical connection....................................................................................5-5
5.7.1 Establishing connection with the control station..............................................5-8
6 Operation..................................................................................................6-1
6.1 Device overview and operating controls........................................................6-1
6.2 Display ......................................................................................................6-2

Contents
EB 5724-8 EN
6.2.1 Readings and their meaning........................................................................6-2
6.3 Operating keys...........................................................................................6-3
6.4 Travel indicator...........................................................................................6-4
6.5 Interface.....................................................................................................6-4
6.5.1 Establishing connection with TROVIS-VIEW...................................................6-5
7 Start-up and conguration..........................................................................7-1
7.1 Initializing the actuator................................................................................7-1
7.2 Zero calibration ..........................................................................................7-1
7.3 Communication ..........................................................................................7-1
7.3.1 Protocol......................................................................................................7-3
7.3.2 Modbus parameters....................................................................................7-3
7.4 Conguringtheactuator..............................................................................7-4
7.5 Quick check ...............................................................................................7-4
8 Operation..................................................................................................8-1
8.1 Adjustingthesetpoint.................................................................................8-1
8.2 Starting/endclosed-loopoperation..............................................................8-2
8.3 Increasing/decreasingthesetpoint ..............................................................8-2
8.4 Selectingtheexternal/internalsetpoint ........................................................8-3
8.5 Startandstopprogramcontroller.................................................................8-3
8.6 Manualoverride.........................................................................................8-4
8.6.1 Manuallychangingthestemposition............................................................8-4
8.7 Changingmanual/automaticmodeandsettingmanualpositioningvalue .......8-5
8.7.1 Changingovertomanualmodeonthedevice...............................................8-5
8.7.2 ChangingtomanualmodeoverModbus ......................................................8-5
9 Malfunctions ..............................................................................................9-1
9.1 Troubleshooting ..........................................................................................9-1
9.2 Error messages...........................................................................................9-2
9.2.1 Error messages on the display......................................................................9-2
9.2.2 Modbus error .............................................................................................9-3
9.3 Emergency action .......................................................................................9-4
10 Servicing..................................................................................................10-1
11 Decommissioning .....................................................................................11-1
12 Removal ..................................................................................................12-1
12.1 Removing TROVIS5724-8.........................................................................12-1
12.2 Removing TROVIS5725-8.........................................................................12-1

Contents
EB 5724-8 EN
13 Repairs ....................................................................................................13-1
13.1 Returning the actuator to SAMSON............................................................13-1
14 Disposal...................................................................................................14-1
15 Certicates...............................................................................................15-1
16 Annex A ..................................................................................................16-1
16.1 Congurationandparameterlist................................................................16-1
16.2 ExcerptfromModbuslist .........................................................................16-11
16.3 Defaultsettingsandcustomer-specicdata ...............................................16-16
17 Annex B...................................................................................................17-1
17.1 Accessories ..............................................................................................17-1
17.2 After-sales service.....................................................................................17-2

EB 5724-8 EN 1-1
Safety instructions and measures
1 Safety instructions and measures
Intended use
TheTROVIS5724-8andTROVIS5725-8ElectricActuatorswithProcessControllerarea
combination of an electric actuator and an integrated digital controller with two PID control
modules. They are designed for operating a mounted globe valve. In combination with the
valve,theactuatorisusedtocontroltheowofliquidsorvaporsinthepipeline.Theelectric
actuators with process controller are suitable for closed-loop operation in heating and cool-
ing applications.
Theelectricactuatorwithprocesscontrollerisdesignedtooperateunderexactlydenedcon-
ditions (e.g. thrust, travel). Therefore, operators must ensure that the electric actuator with
processcontrollerisonlyusedinoperatingconditionsthatmeetthespecicationsusedfor
sizing it at the ordering stage. In case operators intend to use the electric actuator with pro-
cesscontrollerinapplicationsorconditionsotherthanthosespecied,contactSAMSON.
SAMSON does not assume any liability for damage resulting from the failure to use the de-
viceforitsintendedpurposeorfordamagecausedbyexternalforcesoranyotherexternal
factors.
ÎRefertothetechnicaldataforlimitsandeldsofapplicationaswellaspossibleuses.See
the 'Design and principle of operation' section.
Reasonably foreseeable misuse
The electric actuators with process controller are not suitable for the following applications:
− Useoutsidethelimitsdenedduringsizingandbythetechnicaldata
− Outdoor use
Furthermore, the following activities do not comply with the intended use:
− Use of non-original spare parts
− Performing service and repair work not described
Qualications of operating personnel
The electric actuators with process controller must be mounted, started up, serviced and re-
pairedbyfullytrainedandqualiedpersonnelonly;theacceptedindustrycodesandprac-
tices are to be observed. According to these mounting and operating instructions, trained
personnel refers to individuals who are able to judge the work they are assigned to and rec-
ognizepossiblehazardsduetotheirspecializedtraining,theirknowledgeandexperienceas
well as their knowledge of the applicable standards.

1-2 EB 5724-8 EN
Safety instructions and measures
Personal protective equipment
No personal protective equipment is required for the direct handling of electric actuators with
process controller. Work on the control valve may be necessary when mounting or removing
the device.
ÎObservetherequirementsforpersonalprotectiveequipmentspeciedinthevalvedocu-
mentation.
ÎCheck with the plant operator for details on further protective equipment.
Revisions and other modications
Revisions,conversionsorothermodicationsoftheproductarenotauthorizedbySAMSON.
Theyareperformedattheuser'sownriskandmayleadtosafetyhazards,forexample.Fur-
thermore, the product may no longer meet the requirements for its intended use.
Safety features
Thefollowingsafetyfeaturesexist:
− The limit switches switch off the motor in the end positions.
− Anactiveblockingprotection(A8.3congurationitem=1,seeAnnexA)intheelectric
actuator with process controller prevents the valve from seizing up.
− Uponsupplyvoltagefailure,theTROVIS5725-8ElectricActuatorwithProcessController
causes the valve to move to a certain fail-safe position. The fail-safe action of SAMSON
actuatorsisspeciedontheactuatornameplate.
Warning against residual hazards
Theelectricactuatorwithprocesscontrollerhasadirectinuenceonthevalvewhenitis
mounted on the valve. To avoid personal injury or property damage, plant operators and
operating personnel must prevent hazards that could be caused in the control valve by the
process medium, the operating pressure, the signal pressure or by moving parts by taking
appropriate precautions. Plant operators and operating personnel must observe all hazard
statements, warnings and caution notes in these mounting and operating instructions, espe-
cially for installation, start-up and service work.
Responsibilities of the operator
Operators are responsible for proper use and compliance with the safety regulations. Opera-
tors are obliged to provide these mounting and operating instructions as well as the refer-
enced documents to the operating personnel and to instruct them in proper operation. Fur-
thermore,operatorsmustensurethatoperatingpersonnelorthirdpartiesarenotexposedto
any danger.

EB 5724-8 EN 1-3
Safety instructions and measures
Responsibilities of operating personnel
Operating personnel must read and understand these mounting and operating instructions as
wellasthereferenceddocumentsandobservethespeciedhazardstatements,warnings
and caution notes. Furthermore, operating personnel must be familiar with the applicable
health, safety and accident prevention regulations and comply with them.
Referenced standards, directives and regulations
DeviceswithaCEmarkingfullltherequirementsofthefollowingDirectives:
− 2014/30/EU
− 2014/35/EU
− 2011/65/EU
DeviceswithanEACmarkingfullltherequirementsofthefollowingRegulations:
− TRCU004/2011
− TRCU020/2011
ThedeclarationsofconformityandtheTRCUcerticatecanbefoundinthe'Certicates'
section of these mounting and operating instructions.
The electric actuators with process controller are designed for use in low-voltage installations.
ÎFor wiring, maintenance and repair, observe the relevant safety regulations.

1-4 EB 5724-8 EN
Safety instructions and measures
Referenced documentation
The following documents apply in addition to these mounting and operating instructions:
− CongurationManualforTROVIS5724-8andTROVIS5725-8ElectricActuatorswith
Process Controller uKH5724-8
− Mounting and operating instructions of the valve on which the electric actuator with pro-
cess controller is mounted, e.g. for SAMSON valves:
uEB5861forType3260Three-wayValve
uEB5863forType3226Three-wayValve
uEB5866forType3222GlobeValve
uEB5867forType3222NGlobeValve
uEB5868forType3213andType3214GlobeValves
uEB8111forType3321GlobeValve
uEB8113forType3323Three-wayValve
uEB8131forType3531GlobeValveforHeatTransferOil
uEB8135forType3535Three-wayValveforHeatTransferOil
uEB3018forType42-36EPressure-independentControlValve(PICV)withelectric
actuator